Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
GREGG A HELVEY, DDS LTD
EIN 54-1185270medical practiceLatest filing 2025
Plans
2
Retirement
2
$504K assets
Welfare
0
Participants
11
14 W MARSHALL STREET - MIDDLEBURG, VA 221170000540-687-5855gregghelveydds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $504K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREGG A HELVEY, DDS LTD PENSION PLAN
MoneyPurchase
Assets$290K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREGG A HELVEY, DDS LTD PROFIT SHARING PLAN
ProfitSharing
Assets$215K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREGG A HELVEY, DDS LTD PENSION PLAN | MoneyPurchase | $290K | 6 | 2025 | |
| 001 | GREGG A HELVEY, DDS LTD PROFIT SHARING PLAN | ProfitSharing | $215K | 5 | 2025 |
Retirement plans